We scan every document and put it in a folder synced with SyncThing. We throw the original away unless it is something official like a birth certificate.
We use SyncThing because it is free, doesn't require user accounts, and works across Mac, Windows, Linux, iOS (Möbius) and Android.
We have a bunch of high level folders (eg. Health, School, etc). Inside that folder every document is named starting with a date, eg: "2023-09-11 Invoice Dentist Kid1.pdf".
thanks for pointing to SyncThing - I'll check it out.
if you're willing to share:
1. what scanner do you use?
2. what do you do for documents that might be in two places? ex: car insurance, health insurance - in the insurance folder or the health folder? ex: medications that both spouses take, in his folder or her folder or in a "both" folder?
1) We have a HP all-in-one laser printer/scanner. I wouldn't recommend it, but it's good enough for documents. The one feature I like about it is that it you can scan to a USB stick, which is nice because the scanner software on both Mac and Windows is often unreliable.
2) We have very few categories, so it's usually clear where something goes. If not, I just pick a random folder, usually I search with Spotlight (full text search) anyway.
We use SyncThing because it is free, doesn't require user accounts, and works across Mac, Windows, Linux, iOS (Möbius) and Android.
We have a bunch of high level folders (eg. Health, School, etc). Inside that folder every document is named starting with a date, eg: "2023-09-11 Invoice Dentist Kid1.pdf".
So far I've always found every document.